Resources
ERP Guides and Readiness Checklists
Practical checklists and guides to help you work out where you stand before you talk to anyone. Free, no form to fill in.
Free ERP Resources
Download an ERP Guide
Every guide is a PDF you can download and work through with your team.
ERP Readiness Checklist
Is your business ready for a modern ERP system? Work through the warning signs across operations, finance, inventory, growth and technology, then score yourself.
Download the PDFManufacturing ERP Readiness Checklist
For manufacturers evaluating whether production, inventory and costing are ready for ERP, with a readiness score and the questions to ask a partner.
Download the PDFDistribution ERP Readiness Checklist
For distributors: inventory and warehouse, order fulfillment, purchasing, financial visibility, and whether your systems can carry the next stage of growth.
Download the PDFPrint ERP Buyer’s Guide
For print organizations comparing print MIS and ERP options, including what to look for in estimating, production and job-level profitability.
Download the PDFNot Sure Where to Start?
Start with the General ERP Readiness Checklist
If you are early in the process, the general checklist covers the ground that applies to every business. The manufacturing and distribution versions go deeper into operations specific to those industries, and the print guide is for print organizations evaluating a print MIS.
Prefer to Talk It Through?
A short conversation with a senior ERP consultant is often faster than a checklist. No pressure and no overselling.